Bilingual Individual Wealth Administrator

Support Individual Wealth administration from your British Columbia home office, using French, English, accuracy, and client service expertise daily.

At Equitable, this permanent full-time administrator handles new business and in-force transactions for Non-Registered, Registered Retirement Savings Plans, Tax-Free Savings Accounts, and First Home Savings Accounts. You will serve as the initial intake point while supporting advisors, MGAs, policyholders, and wholesalers. The work includes transaction processing, communications, reconciliation, analysis, and ongoing training. Availability is required between 9:00AM ET and 6:00PM ET.

• Administer segregated funds, GIAs, and legacy products
• Process policy changes, rollovers, switches, deposits, and surrenders
• Handle client requests through email, phone, mail, and fax
• Index items, manage queues, and investigate incoming work
• Analyze procedures, projects, audits, and service improvements

• Speak, read, and write French and English proficiently
• Deliver excellent service with detail and accuracy
• Prioritize work, meet deadlines, and organize effectively
• Use PC applications and intermediate Excel skills
• Hold a university degree, business diploma, or equivalent experience

Apply your bilingual communication, analytical judgment, and transaction administration skills within Equitable’s Individual Wealth department.